Consider some sort of ‘light mode’ launch for Web Client Only users where only specific pieces load. Something that would be more mobile-friendly, too.
We need something that is easier for users to modify what an employee sees or does not want them to see.
A light mode launch of some kind where it doesn’t load everything, just enough to send the timecard/get paystub would be a great feature.
I may not want to do W2's nor direct deposit just pay stubs but I have to keep all the links there, it is not easy to modify this.
The ability to filter by date range, the transactions displayed on the screen for the stock inquiry window. Right now you see the whole item history right away, and if you have 7-10 years of historical data on the item, it gets really slow.
In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.
On the FA Transfer Maintenance window, you can transfer the Physical Location, Location ID, G/L Accounts, Master Asset ID & Structure ID, which is all good. However this would be much more powerful and simpler if you could transfer the asset class as well.
Classes are frequently linked to Account Groups in a GP deployment so that when a class is assigned to an asset, the associated account group gets assigned and the assets inherits the appropriate GL accounts.
Most of our customers setup their classes to represent both the asset class and the location, so for example FF&E-NORTH, FF&E-SOUTH, etc... They do this because their COA contains separate accounts for FF&E depending on the location. Since both the asset class and the location are part of the class, they can then setup matching Account Groups, and once again by simply adding the class to a new asset, the appropriate accounts get assigned.
So in the above scenario, it is very common to need to move an asset from one class to another, either because it was coded incorrectly initially, or more commonly, because the asset physically moved from one location to another.
For example, a new desk was setup as FF&E-NORTH and depreciated for a number of months, but then it was moved to FF&E-SOUTH. Doing a transfer of this asset allows us to transfer any of the fields mentioned above. Most importantly it creates the GL distributions to move the Cost and Accumulated balances plus it assigns the new GL accounts to the asset, which is all good. However, it does not change the class of the asset, which in the above scenario is necessary. So after the transfer is done, we then have to pull up the general window and manually change the asset class.
Not only is this an extra step that is easy to forget, but it also adds confusion to the entire process. If someone forgets the proper sequence and changes the class first and then does the transfer, that is typically problematic because changing the class will very likely also update the GL accounts with the new GL accounts because of the linked account group. Then when they go to transfer the asset, GP already has the updated GL accounts on the asset therefore you can't transfer them. It seems to me that simply adding the class id to the transfer window would solve all of these problems.
When trying to post FA to General Ledger (i.e. MDGP>>Tools>>Routines>>FA>>GL Posting), if any of the GL accounts in the batch are inactive, you cannot post and receive a message that some of the accounts are inactive.
However, there doesn't appear to be any notification of which inactive accounts are the problem. Including the problem account(s) along with the rest of the message would be ideal. If that is not possible, then providing some other means of easily identifying the inactive accounts in the FA batch would be helpful.
Our workaround of dumping the edit list to excel and then doing a vlookup against a list of inactive accounts wasn't too difficult, but nevertheless is a bit time consuming and should be unnecessary IMHO.
Many companies pull funds automatically from their customer's accounts via EFT. This is typically based around subscription services or agreements. Currently GP does not have the built in functionality to automate emails to customer to inform them of the invoice(s) or the amount(s) that are pulled from customer's bank accounts.
The AA budget when exported appears on multiple lines with the budget total at top level and then down in to individual GL account level.
This means that to make the information useful the data has to be manipulated to remove superfluous lines.
It would be better to export the data on an individual GL account basis.
When working with web client, even though the templates have been disabled for the whole Company, 'template' value is setup as default report value. Can't change this setting.
Please, review to modifiy this, in order to have the same behaviour that the desktop versión.
Many times we are all completed with payroll ready to send the file to the bank and we found an oops on 1 employee check, right now there is no way to get that check out of the direct deposit ach file, you have to call the bank, see if they will manually remove it or try to edit the file without causing issues. It would be nice if we had an option to remove a check from the ACH file, either through the VOID or a different option